Employer · plans filed under one EIN
Haynes and Boone, LLP
Dallas, TX · Professional, scientific and technical services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Haynes and Boone, LLP, based in Dallas, Texas, sponsors 4 retirement plans with 100 or more participants: 2 defined contribution and 2 defined benefit. Together they reported 3,467 participant records and $814M in net assets.
The largest is Haynes and Boone Retirement Savings Plan, a 401(k) plan with 1,626 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $32.4M and participant contributions $15.6M in the latest plan years; benefits paid were $56.4M. Schedule C compensation reported to service provider organisations totalled $894K.
Combined net assets moved from $232M in 2009 to $814M in 2024 (up 251%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Haynes and Boone Retirement Savings Plan | 401(k) plan | 2024 | 1,626 | $360M | $221,698 | $576 | $331K |
| Haynes and Boone Investment Directed Profit Sharing Plan | profit-sharing plan | 2024 | 1,506 | $310M | $205,661 | $14,049 | $51K |
| Haynes and Boone, LLP Partners' Cash Balance Plan | cash balance pension plan | 2024 | 203 | $78.4M | $386,061 | $79,862 | $181K |
| Haynes and Boone, LLP Partners' Retirement Plan | defined benefit pension plan | 2024 | 132 | $65.0M | $492,720 | $50,428 | $331K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 4 | 3,467 | $814M | $32.4M | $15.6M |
| 2023 | 4 | 3,381 | $719M | $28.5M | $14.5M |
| 2022 | 4 | 3,417 | $669M | $25.4M | $12.7M |
| 2021 | 4 | 3,258 | $810M | $26.7M | $11.7M |
| 2020 | 4 | 3,225 | $699M | $28.4M | $10.6M |
| 2019 | 4 | 3,107 | $601M | $24.0M | $9.6M |
| 2018 | 4 | 3,178 | $503M | $23.6M | $9.7M |
| 2017 | 4 | 2,836 | $528M | $21.9M | $9.4M |
| 2016 | 4 | 2,831 | $452M | $20.1M | $9.4M |
| 2015 | 4 | 2,745 | $412M | $20.0M | $8.7M |
| 2014 | 4 | 2,624 | $407M | $20.7M | $8.0M |
| 2013 | 3 | 2,499 | $375M | $14.8M | $8.0M |
| 2012 | 3 | 2,484 | $320M | $15.4M | $8.2M |
| 2011 | 3 | 2,463 | $273M | $14.6M | $8.1M |
| 2010 | 3 | 2,448 | $268M | $11.9M | $7.8M |
| 2009 | 3 | 2,306 | $232M | $18.3M | $7.9M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Russell Trust Company | Investment management | 1 | $206,270 |
| October Three Consulting LLC | Actuarial | 2 | $185,450 |
| Schwab Retirement Plan Services,inc | Recordkeeping and information management; Investment advisory (participants); Custodial (other than securities); Trustee (bank, trust company, or similar financial institution) | 3 | $159,190 |
| Hourglass Capital LLC | Investment advisory (participants) | 1 | $68,723 |
| Baker Tilly US, LLP | Accounting (including auditing) | 2 | $55,709 |
| Alliance Bernstein LP | Investment management | 1 | $42,495 |
| Creative Planning LLC | Investment advisory (participants) | 1 | $25,664 |
| True North Advisors LLC | Investment advisory (participants) | 1 | $25,367 |
| SFMG LLC | Investment advisory (participants) | 1 | $23,013 |
| Trippon Wealth Management Grou | Investment advisory (participants) | 1 | $20,105 |
| Beacon Pointe Advisors LLC | Investment advisory (participants) | 1 | $17,091 |
| Westwood Advisors LLC | Investment advisory (participants) | 1 | $13,910 |
| Capital MGMT Services Inc. | Investment advisory (participants) | 1 | $12,747 |
| Charles Schwab & Co., Inc. | Securities brokerage | 2 | $9,402 |
| Frontier Asset Management LLC | Investment advisory (participants) | 1 | $8,076 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Haynes and Boone, LLP have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Haynes and Boone Retirement Savings Plan, Haynes and Boone Investment Directed Profit Sharing Plan, Haynes and Boone, LLP Partners' Cash Balance Plan and Haynes and Boone, LLP Partners' Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Haynes and Boone, LLP contribute to its plans?
$32,389,549 in employer contributions across these plans in their latest plan years, about $13,406 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Russell Trust Company, October Three Consulting LLC, Schwab Retirement Plan Services,inc and Hourglass Capital LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.